UpiCRM – Free WordPress CRM and Lead Management

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UpiCRM: Free WordPress CRM & Lead Management solution/plug-in. Simple & easy to install and set-up, powerful and intelligent solution, designed for all WordPress users. UpiCRM is designed to easily integrate with your WordPress website. It works in parallel with existing solutions you are currently using, such as existing contact forms – Contact Form7, Gravity Form, Ninja Forms, and any other contact forms you are currently using, in order to collect and mange leads and customers from your website. UpiCRM solution works as follows: Elegant, non-intrusive, easy to set-up: UpiCRM maps your existing database/forms fields from your current website, by using an advanced yet elegantly simple, semi-automatic mechanism, in order to create a new single, central, unified database of all your leads. UpiCRM can also import existing data from contact forms databases (if existing), and import all leads during the configuration and mapping. Complete Customer Lifecycle Management: UpiCRM unified leads database unfolds new capabilities for managing the lifecycle of all leads: Receive new leads – track traffic sources, route lead to the designated person, manage status per each lead, up to the closing of the process. Future version V2.0, expected on October 2015, will include lead conversion to customer / contact. Teamwork & Collaboration: UpiCRM provides the means for the most efficient teamwork, by allowing new leads to be assigned to any designated function of your team – sales, marketing, executives, and service providers, while keep tracking the lead management process by the management team. Analytics, Monitoring and tracking: UpiCRM offers the most advanced capabilities of analysis and effectiveness measurements, by attaching the traffic source to each and every lead, as well as utilizing the URL UTM tagging mechanism, in order to allow you to gather, report, and analyse the marketing activities you manage, starting right from the investment in a marketing channel. Dashboards and KPI’s: Gain instant knowledge of your current funnel and predictions with the UpiCRM dashboard. No more endless spreadsheets, manual reports or confused and angry managers. Simply provide your executive team with an easy access to the real-time, easy to understand UpiCRM dashboard. Muti-server envorinment: UpiCRM can act as an aggregator of leads from multiple / remote web sites. Adanced User/roles hirerchies: UpiCRM is designed to work in a multi-user / global organization environment, with up to 5 tiers of users, per your choice / definition. Arbitrary section ANALYSIS, TRACKING, MARKETING EFFECTIVENES WITH UPICRM The Challenge: Tracking leads from actual traffic source – campaigns, referring sites, search engines etc., through the complete life-cycle of every lead, and creating the full picture about your marketing effectiveness. UpiCRM supports URL tagging used for identifying traffic sources to a web site. Note: Please read more about URL Builder provided by Google. (link) Basically what this means is that if you tag all your inbound traffic in compliance with the UTM tagging rules, UpiCRM will attach the traffic source to each and every lead received. In addition, UpiCRM will also attach the HTTP referrer parameter to every lead, so you’ll be able to track the source per every lead in your database. On the bigger picture: With UpiCRM you will be able to analyze the effectiveness of all your marketing activities and traffic sources, both on a single lead basis, and up to a complete reporting and analytics information. The way to achieve this is simply by adding the built-in fields – ‘HTTP referrer’, ‘Campaign Source’ (utm_source), ‘Campaign Medium’ (utm_medium), ‘Campaign Term’ (utm_term) , ‘Campaign Content’ (utm_content), ‘Campaign Name’ (utm_campaign) – to the default “View leads” table. Alternatively, simply export all data to excel in order to create your own views and analysis.